Quant Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare

Quant Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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Sundaram Mid Cap Fund Regular Plan - Growth

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Quant Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Fund	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹12585 Cr	₹8608 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	19 Jul 2002	21 Mar 2001
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	45%	%
Expense Ratio	1.77	1.75
Manager	Ratish Varier	Sanjeev Sharma
ISIN Code	INF903J01173	INF966L01176
Exits Load	Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
1 Month	5.89%	4.93%
6 Month	13.5%	1.64%
1 Year	6.71%	-6.33%
3 Year	24.8%	17.32%
5 Year	27.15%	27.56%

SIP Return Analysis

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
6 Month	3.62%	-0.78%
1 Year	17.18%	1.13%
3 Year	22.68%	10.8%
5 Year	22.4%	17.19%

Rolling Lumpsum Returns

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
1 Year	20.33%	12.08%
3 Year	19.02%	11.93%
5 Year	18.97%	10.71%

Risk Management

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Standard Deviation	14.94%	17.376%
Sharp	1.01%	0.838%
Beta	0.90%	0.924%
Alpha	1.00%	0.658%

Fund Managers

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Name	Ratish Varier	Sanjeev Sharma
Total AUM	₹12102 Cr	₹39731 Cr
Funds Managed	3	22
	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth

Market Cap

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Others	6.89	22.84
Mid Cap	67.99	61.87
Large Cap	10.91	15.28
Small Cap	14.22	-

Sector Allocation

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	Quant Mid Cap Fund-Growth
Others	3.87	20.84
Financial Services	19.58	7.99
Basic Materials	10.47	9.06
Healthcare	11.72	11.07
Technology	5.48	6.91
Industrials	14.8	16.36
Consumer Cyclical	17.35	0.44
Real Estate	3.58	-
Energy	2.16	9.91
Communication Services	2.15	10.5
Consumer Defensive	6.31	4.71
Utilities	2.52	2.2

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